- Tax Savings
Principal Asset Management Private Limited
|Auditors||S. R. BATLIBOI & Co|
|Custodians||SBI-SG Global Securities Services Private Limited|
|Address||Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing, Mumbai 400 051|
|Fax Nos.||+91 22 67720512|
|Telephone Nos.||+91 22 67720555|
About Principal Mutual Fund
The operations of Principal Mutual Fund is based on the motto of providing clarity and integrity to investors. The fund house intends to offer a wide range of investment options to individuals to meet their investment needs at various stages of their life. As an investor, you only have to match your risk profile and requirements with the fund's objectives.
Key information of Principal Mutual Fund
|AMC Name||Principal Mutual Fund|
|Year of incorporation||1994|
|Chairman||Mr Mukund Chitale|
|CIO||Mr Rajat Jain|
|AUM||Rs 7,768.23 crore|
|Trustee||Principal Trustee Company Private Limited (formerly IDBI-PRINCIPAL Trustee Company Limited)|
|Sponsors||Principal Financial Services Inc|
|Phone No.||022 67720555|
|Address||Exchange Plaza, 'B' wing, Ground Floor, NSE Building,Bandra Kurla Complex, Bandra (East), Mumbai – 400051|
How to invest in fund plans offered by Principal Mutual Fund?
- Log on to this page
- Select Principal Mutual Fund from the list of the fund houses using the filter
- Choose the mutual fund scheme that you would like to invest in, and click on the 'invest now' button against it
- You then have to select the amount you plan to invest, and the mode as One Time or Monthly SIP
- You will then have to enter the relevant details such as email ID, mobile number and complete the transaction
Prerequisites to invest in Principal mutual funds via ClearTax
- You are required to complete your KYC (Know Your Customer) verification before investing in mutual funds.
- This could be done by logging on to the website of a KRA (KYC Registration Agency) and creating an account.
- You should fill the KYC registration form with information such as your name, email ID, mobile number, and so on.
- You will be asked to upload your identity proof such as a self-attested PAN card and address proof such as passport, Voter ID, driving license along with passport size photographs at the KRA (KYC Registration Agency).
- You must show the originals during the IPV (In-Person Verification).
Leading fund managers in Principal Mutual Fund
1) Ravi Gopalakrishnan
Mr Ravi possesses experience of over 25 years in the research and asset management field. He has worked for numerous fund houses in the past, Canara Robeco, Fun F&C AMC, and Prameria AMC, to name a few.
Mr Ravi has managed various large-cap, multi-cap, and small-cap funds. He comes with a vast knowledge of fund management and research. He is an MBA graduate and also holds an M.S degree in Finance (Investments).
2) Bekxy Kuriakose
Bekxy Kuriakose possesses an experience of over 18 years in research, dealing and fund management. She is serving as Head – Fixed Income for the Principal fund house.
In her previous roles, Bekxy Kuriakose served as the Asst Vice President at the L&T fund house, Fund Manager at the Reliance Life Insurance and SBI Mutual Fund. She holds a PGDM from the Indian Institute of Management, Bangalore."